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The Vestmark team had an inspiring time at the Massachusetts Conference for Women last Thursday! With over 15,000 attendees, the event offered opportunities for growth, networking, and empowerment.
We are proud to announce that Vestmark has been recognized as one of the 25 winners in InvestmentNews' New Technology Report for 2024! Technologies and software introduced within the past 24 months were evaluated for inclusion in the New Technology Report.
Last week, Vestmark celebrated Diwali with traditional cuisine, vibrant decorations, engaging games, and candles representing the triumph of light over darkness. To ensure everyone could join the festivities, we also hosted a Virtual Diwali Bingo for our remote employees. We’re proud to support equality and foster inclusivity through the efforts of our Diversity, Equity, and Inclusion (DEI) Committee!
We’re proud to announce that Vestmark has teamed up with BlackRock to enhance custom model portfolio offerings. This partnership will empower financial advisors with the flexibility to offer investment solutions personalized for tax at scale. “We are excited to offer our unique UMA (Unified Managed Account) proposition to advisors, providing an innovative, sophisticated solution to help meet their clients’ diverse needs,” says Karl Roessner, Chief Executive Officer at Vestmark. Leveraging Vestmark’s advanced technology and BlackRock’s extensive expertise in investment management, this latest collaboration reflects both companies’ commitment to innovation and growth in the model portfolio business, a sector experiencing significant expansion.
The Vestmark team had the privilege of attending the Invest in Others Charitable Foundation's Annual Gala last Thursday in Boston! It was inspiring to witness the support of the financial industry for causes that are deeply meaningful to advisors and to which they dedicate their time and efforts. We are proud to sponsor this special event honoring financial advisors for their leadership, commitment, and the positive impact they bring to nonprofits and the communities they serve.
With back-to-school season upon us, we asked a few of our interns to reflect on their time spent here at Vestmark. As they head back to school, we are proud to know that they have built great personal connections and learned life-long lessons. We cannot wait to see what they do!
We are excited to announce that Vestmark VAST has won the Outstanding Achievement in Direct Indexing by Technology Providers award for the second consecutive year at the 2024 WealthManagement.com Industry Awards! We want to thank the VAST team for all their hard work and the WealthManagement.com organization for hosting last night’s ‘Wealthies’ awards ceremony in NYC. Congratulations to all nominees and winners!
Vestmark's summer was filled with fun, community involvement, and employee appreciation! Our HR team bowled up a storm, while others rolled up their sleeves to build a brighter future with Habitat for Humanity. We enjoyed sweet treats from Rolling Cones, celebrated National Intern Day and supported local students with our annual backpack drive for REACH. Here's to a fantastic summer at Vestmark!
We are proud to spotlight our Chief People Officer, Nick Thurlow, for running the upcoming New York Marathon in support of the Expect Miracles Foundation - Financial Services Against Cancer on November 3, 2024! This organization rallies the financial services industry and beyond to invest in life-saving cancer research while advancing the financial and emotional health of people impacted by cancer.
Harsh Shukla connected with VentureFizz to share what a day in the life looks like as a Team Lead Software Engineer at Vestmark, providing insight into the world of a professional software engineer. "Communication, teamwork, and problem-solving abilities can distinguish you and offer a distinct advantage in the industry. Cultivating these skills alongside technical expertise is vital for a well-rounded career in computer science." Read the full article here: https://hubs.ly/Q02Jykyp0
